Detailed evaluation of credit proposals {analyzing the borrowers financial performance and evaluating the borrowers business and industry risk} - and assigning the internal risk rating for the borrower.

Collaborate with assigned business units to identify and develop true business value opportunities, understand their priorities and influence the decision on priorities, road map and timing of initiatives/deliverables.

Collaborate with Branch Network colleagues and other internal partners/resources to ensure the success of the Advisor Network.
Utilize extensive business and industry knowledge to build long-term relationships and develop relevant strategic partner relationships that address and advisors' needs.

Manage full lifecycle sales process which includes, identifying and initiating new sales opportunities by prospecting new clients and leveraging off existing client relationships, sales presentations and contract negotiations.

Manage full lifecycle sales process which includes, identifying and initiating new sales opportunities by prospecting new clients and leveraging off existing client relationships, sales presentations and contract negotiations.

The Relationship Manager is responsible for daily servicing/trading requests and enhancing the overall client experience. After becoming a trusted resource, the Relationship Manager is responsible for positioning products that "fulfills the clients' needs".